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Market Commentary

2020 Investor Survey: Private Markets Sentiment

Posted by Ralph P. Money on Jan 13, 2020

Topic: Industry Knowledge | Investment Strategy | Market Commentary | Private Capital

For the third year in a row, Commonfund Capital conducted a year-end annual survey of institutional investors to gauge their sentiment about...

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Chart of the Month | Election Year Market Trends

Posted by Ivo C. Nenin on Jan 8, 2020

Topic: Industry Knowledge | Market Commentary

As we enter the 12th year of economic expansion since the Great Financial Crisis, investors continue to wonder whether 2020 will be the year when...

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Impact Investing – A Market Matures

Posted by Daniel H. Connell, Ethan Levine on Jan 6, 2020

Topic: Investment Strategy | Market Commentary | Responsible Investing

Investment strategy influenced by altruistic intentions -- broadly, impact investing -- has long held sway in a small number of portfolios...

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Year-End Update and 2020 Investment Outlook

Posted by Commonfund on Jan 2, 2020

Topic: Investment Strategy | Market Commentary

As another year draws to a close, we reflect on the last twelve months and see that once again the markets rallied, the domestic economy remained resilient, and the world continued to spin. While occasional bouts of volatility and unsettling news flow briefly rattled investors in both late spring and summer, one tune continued to play in our head… “The Song Remains the Same” by Led Zeppelin.

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Chart of the Month | Jobs Across the Country

Posted by Ryan Driscoll on Dec 12, 2019

Topic: Market Commentary

The November non-farm payrolls report far exceeded investor expectation and bolstered the perception that the domestic economy continues to grow...

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Chart of the Month | Fed Funds Rate Reduction Drives Markets to New Highs

Posted by Ivo C. Nenin on Nov 12, 2019

Topic: Market Commentary

U.S. equities reached an all-time high at the end of October as downside fears abated and risk-on sentiment improved. Among the positives...

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The Economy and Markets March On

Posted by Ryan Driscoll on Nov 11, 2019

Topic: Market Commentary

The overhang of a U.S.-China trade war has weighed on the risk markets all year. Despite this, equity market returns have been strong in 2019 and the recent news of a “Phase 1” trade deal being negotiated has propelled the S&P 500 to its best returns since 2013. The movement towards a trade deal may also be a sign that the world’s second largest economy, China, may be struggling to maintain...

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Commonfund Forum Goes Global

Posted by Commonfund on Oct 28, 2019

Topic: Industry Knowledge | Investment Strategy | Market Commentary | Private Capital

During the week of October 14th, 2019 Commonfund Institute hosted our first Forum outside of the United States in Tokyo, Japan.

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Chart of the Month | Strange Happenings in the Repo Market

Posted by Ivo C. Nenin, Ryan Driscoll on Oct 2, 2019

Topic: Market Commentary

An obscure but very large part of the financial markets caused a stir in late September. Lending rates spiked in the repurchase (repo) markets...

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Chart of the Month | Yield Curve Inversion – Signal or False Positive?

Posted by Ivo C. Nenin on Sep 5, 2019

Topic: Market Commentary

Lately, there has been quite a bit of hand-wringing by the financial media about the yield curve inversion. It seems that many prognosticators believe...

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